--- title: "Key facts: Intel 15‑yr revenue high; margins >40%/17%; 14A/18A risk" type: "News" locale: "en" url: "https://longbridge.com/en/news/293815661.md" description: "Intel reported its strongest revenue growth in 15 years, with pro-forma gross and operating margins exceeding 40% and 17%, respectively. Despite a $2.1B foundry loss, external sales rose 31%. The company forecasts Q3 revenue of $15.8–$16.8B, citing data center demand outpacing capacity. However, shares dropped ~8% post-results due to investor concerns over high AI spending and uncertain returns, despite analyst price target revisions." datetime: "2026-07-25T07:14:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293815661.md) - [en](https://longbridge.com/en/news/293815661.md) - [zh-HK](https://longbridge.com/zh-HK/news/293815661.md) --- # Key facts: Intel 15‑yr revenue high; margins >40%/17%; 14A/18A risk - Intel foundry revenue rose 31% YoY to $5.8B; external foundry sales $293M (~5%). Foundry posted about $2.1B operating loss despite improved 18A wafer output and yields. 1 - Intel plans 18A-P risk production and to start 14A risk production in H2 2027, targeting large-volume 14A production in 2028. 2 - Intel posted its strongest revenue growth in 15 years. Pro-forma gross margin topped 40% and pro-forma operating margin hit 17%, the highest levels since early 2022–2024. 3 - Intel projects Q3 revenue $15.8–$16.8B and adjusted EPS $0.38, cites supply limits as data center demand outpaces capacity, and signed 10 long‑term deals to secure pricing and volume 4 - Intel shares dropped ~8% after strong quarterly results. Company forecasts near-term AI chip demand; investors worried about high AI spending and uncertain returns, pressuring the stock. 5 - After Intel's Q2, analysts revised INTC price targets: Stifel $110, Mizuho $109, Morgan Stanley $84, Wedbush $98, Rosenblatt $80, JPMorgan $85; ratings mostly Neutral–Underweight. 6 - INTC shares rose ~4% premarket after Intel posted quarterly results, triggering a sharp premarket move ahead of the regular session. 7 ### Related Stocks - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [LINT.US](https://longbridge.com/en/quote/LINT.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [INYY.US](https://longbridge.com/en/quote/INYY.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) - [SF.US](https://longbridge.com/en/quote/SF.US.md) - [MFG.US](https://longbridge.com/en/quote/MFG.US.md) - [8411.JP](https://longbridge.com/en/quote/8411.JP.md) - [MS.US](https://longbridge.com/en/quote/MS.US.md) - [JPM.US](https://longbridge.com/en/quote/JPM.US.md) - [SF-C.US](https://longbridge.com/en/quote/SF-C.US.md) - [SFB.US](https://longbridge.com/en/quote/SFB.US.md) - [SF-B.US](https://longbridge.com/en/quote/SF-B.US.md) - [SF-D.US](https://longbridge.com/en/quote/SF-D.US.md) - [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/en/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md) - [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/en/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md) ## Related News & Research - [Intel Offers Overtime Bonuses in Ohio, Intel Stock (NASDAQ:INTC) Gains](https://longbridge.com/en/news/294727880.md) - [Summitry LLC Acquires Shares of 6,971 Intel Corporation $INTC](https://longbridge.com/en/news/294603054.md) - [The AI bros are lonely](https://longbridge.com/en/news/294942232.md) - [EXCLUSIVE-Intel providing chip technology to startup led by co-investor of Tan in rare deal](https://longbridge.com/en/news/294271858.md) - [Lattice Semiconductor Earnings: What To Look For From LSCC](https://longbridge.com/en/news/294635740.md)